Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors Chronicle, we’re only interested in the best of the best.
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Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Global ESG favourites.
Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
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Top ESG Fund Managers' Favourite Global Shares
| FUND BEST IDEAS: GLOBAL SUSTAINABLE | |
| 30/03/2021 | No. Funds |
| Microsoft Corp | 10 |
| Taiwan Semiconductor Manufacturing Co Ltd | 4 (+1) |
| Thermo Fisher Scientific Inc | 4 (-1) |
| Alphabet Inc A | 3 |
| Apple Inc | 3 |
| Linde PLC | 3 |
| Vestas Wind Systems A/S | 3 |
| Adobe Inc | 2 |
| Autodesk Inc | 2 |
| Danone SA | 2 |
| Eli Lilly And Co | 2 |
| KDDI Corp | 2 |
| Mastercard Inc A | 2 |
| Neste Corp | 2 |
| Roche Holding AG Dividend Right Cert. | 2 (-1) |
| Royal Philips NV | 2 |
| Sandvik Ab | 2 (NEW) |
| Synopsys Inc | 2 |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | 2 |
| Visa Inc Class A | 2 |
| ABB Ltd | 1 |
| adidas AG | 1 |
| AIA Group Ltd | 1 |
| Amazon.com Inc | 1 |
| American Water Works Co Inc | 1 (-1) |
| Amplifon SpA | 1 |
| Applied Materials Inc | 1 |
| ASML Holding NV | 1 |
| AstraZeneca PLC | 1 |
| Bandwidth Inc Class A | 1 |
| Borregaard Asa | 1 |
| Cadence Design Systems Inc | 1 (NEW) |
| Charles Schwab Corp | 1 |
| Clean Harbors Inc | 1 (NEW) |
| Delivery Hero SE | 1 |
| Experian PLC | 1 |
| Flex Ltd | 1 |
| Fresenius Medical Care AG & Co. KGaA | 1 |
| Generac Holdings Inc | 1 |
| Hoya Corp | 1 |
| Infineon Technologies AG | 1 |
| Intuit Inc | 1 |
| IQVIA Holdings Inc | 1 |
| Keyence Corp | 1 |
| Koninklijke DSM NV | 1 (NEW) |
| Kornit Digital Ltd | 1 (NEW) |
| Lam Research Corp | 1 |
| London Stock Exchange Group PLC | 1 |
| L'Oreal SA | 1 |
| MarketAxess Holdings Inc | 1 |
| McCormick & Co Inc Non-Voting | 1 |
| Nestle SA | 1 |
| Nike Inc B | 1 |
| Novartis AG | 1 |
| Orsted A/S | 1 |
| PayPal Holdings Inc | 1 |
| PTC Inc | 1 |
| Rayonier Inc | 1 |
| RELX PLC | 1 |
| Roche Holding AG | 1 (NEW) |
| Salesforce.Com Inc | 1 |
| Samsung SDI Co Ltd | 1 |
| Schneider Electric Se | 1 |
| Shopify Inc A | 1 |
| SoftBank Group Corp | 1 |
| Swiss Re AG | 1 |
| Tesla Inc | 1 |
| Trane Technologies Plc | 1 |
| Xylem Inc | 1 |
source: Morningstar
*based on top 5 holdings
Learn from the best
Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.
Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters.
Walter Price: "The Chinese are a force to be reckoned with in technology"
Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.
Roddy Snell: “I’ve rarely been so bullish on Asia”
Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.
